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Reading the graph
Advisor at STRATOS WEALTH PARTNERS, LTD
Marco Island, FL | Beachwood, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATOS WEALTH PARTNERS, LTD | Bd affiliated wealth | May 11, 2026 | n/a | yes | Marco Island, FL|Beachwood, OH | Current employment |
| SEI INVESTMENTS MANAGEMENT CORP | Mixed wealth | Oct 12, 2009 | Jan 11, 2024 | no | OAKS, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SEI INVESTMENTS MANAGEMENT CORP | STRATOS WEALTH PARTNERS, LTD | Jan 11, 2024 | May 11, 2026 | 851 | Firm change after gap | Other |